POS products

Name of Field	Type	Description
Product Type
Product Type	Dropdown list	If you want this product to allow customers to purchase an anonymous drop-in enrollment through POS for an activity that already exists in ACTIVE Net, select Activity Drop-In. For all other standard products, select Standard POS Product.
Activity	Text	Select an activity to associate with this product. This option is only available if you have selected Activity Drop-In as the Product Type above.
General Information
Product Name	Text	The name of the product to be sold. Required.
Description	Text	Description of the product.
Site	Dropdown list	The site where the product is assigned, as selected from a predefined list. The site selected will be the only site where the product can be sold, unless the user has multi-site permission. Selecting All Sites will make the product available to all sites.
Product Department	Dropdown list	The department, as selected from a predefined list. The department is the highest level used to group items together.
Product Class	Dropdown list	The class, as selected from a predefined list. The class is the middle level used to group items together.
Product Subclass	Dropdown list	The subclass, as selected from a predefined list. The subclass is the lowest level used to group items together.
UPC	Text	The UPC (Universal Product Code) on the product (up to 22 characters).
Disclaimer	Dropdown list	Select a pre-written disclaimer to attach to the product. The disclaimer text will be printed on POS receipts which include the item.
Discountable?	Checkbox	Select whether the product is eligible for discounts.
Free Promotional Item	Checkbox	Option to designate the product as a free promotional item. If selected, the price and tax fields of the product are disabled and not displayed.
Allow Individual Sale?	Checkbox	This option controls whether or not this product can be sold through POS. Leave this option selected unless this product is only available to sell as part of an enrollment and is not available separately through POS.
Log Usage?	Checkbox	Option to log the usage (or sale) of the product for reporting purposes. If this option is enabled, then sale of this product will be included in the Membership Usage report. Select this option if you are using POS products to stand in for memberships and you want to track them together with standard membership packages.
(No receipt?)	Checkbox	Option to not print a receipt when this product is sold on its own (the only item in a receipt). However, if a receipt is to be printed for other products purchased, the item will be included in the receipt. Note: This option is only available if the Log Usage checkbox is selected. No printing of receipt can only be allowed if the usage (or sale) is logged.
Disable Item	Checkbox	Option to discontinue this product from being sold. If selected, the product will not be included in the list of products for sale.
Linking Products
Product	Dropdown list	The name of the POS complementary product to be linked to the main product. Clicking the binocular icon will open the Search Product page, where you can select an item. Note: To implement product bundling, click Link Complementary Products to Main Product. Required.
Quantity	Numeric	The default quantity configured on the POS product detail page. Required.
Price	Numeric	The default price configured on the POS product detail page. Required.
Add Another	Hyperlink	Click this link to add a complementary product item to the bundle product.
Clear	Hyperlink	Click this link to remove a complementary product item from the bundle product.
Apply Individual Product price?	Checkbox	Option to assign the individual product price to each complementary product during the transaction.
Product Fees
Default Quantity	Numeric	The default number of this product to be sold at one time.
Default G/L Account	Dropdown list	The general ledger account to which the revenue from sales of this product fee will go. If the product is a discount, this identifies the G/L account from which the charge comes. Note: This section is only applicable if NOT using fee splits (below). Required.
System Account Package	Dropdown list	This option is not available if you have selected Activity Drop-In as the Product Type above.
Default Price	Numeric	The price of the product to be displayed when it is retrieved in POS. Required.
Prompt for Price?	Checkbox	The option to not display a price at the time of sale but instead prompt the user to enter the price of the item. This option would be used for items that do not normally have a fixed selling price.
Exclude from Payment Plans?	Checkbox	Select this option to prevent this fee from being used in payment plans. This option is not available if you have selected Activity Drop-In as the Product Type above.
Fee Splits (Optional)
Treat amount column as percentages instead of dollar amounts?	Checkbox	The option to treat the split between GL accounts as a percentage instead of as a dollar amount. This option is only relevant if the revenue is split between different GL accounts.
Description	Dropdown list	The standard charge on which to base this fee as chosen from a predefined list. The list of charges is maintained in Financial Settings. Required (if using fee splits).
G/L Account	Dropdown list	The general ledger account to which the revenue from sales of this product fee will go. If the product is a discount, this identifies the G/L account from which the charge comes. Required (if using fee splits).
Taxable By	Checkboxes	Option of which taxes (as defined in the site record) are applicable to be charged for this product.
Amount	Numeric	The amount to be split to a particular G/L. This number will be a dollar amount or percentage depending on the above checkbox.
Taxes
Taxable by?	Checkboxes	Option of which taxes (as defined in the site record) are applicable to be charged for this product. Note: This section is only applicable if NOT using fee splits (above).
Custom Question
Available Question Groups	Listbox	A list of all custom question groups that can be linked to a product (or activities, membership packages, facility event types). A product can have multiple question groups and a question group can be linked to multiple products.
Selected Question Groups	Listbox	A list of all custom question groups that are linked to a product (or activities, membership packages, facility event types). Staff users are required to select required answers during Product Sale transactions. A product can have multiple question groups and a question group can be linked to multiple products. To make a custom question group available for a product, highlight the name of the custom question group in the left column (Available Question Groups) and click the right-pointing arrow to move it to the right column (Selected Question Groups).
Available Questions	Listbox	A list of all custom questions that can be linked to a product (or activities, membership packages, facility event types). A product can have multiple questions and a question can be linked to multiple products.
Selected Questions	Listbox	A list of all custom questions that are linked to a product (or activities, membership packages, facility event types). Staff users are required to select required answers during Product Sale transactions. A product can have multiple questions and a question can be linked to multiple products. To make a custom question available for a product, highlight the name of the custom question in the left column (Available Questions) and click the right-pointing arrow to move it to the right column (Selected Questions).
Product Image
Product Image	Dropdown list	Product image that will be displayed beside the product name on the customer (public access) site. Click the Upload a new file link to upload a new file as the product image.
Inventory Note: This section is not available if you have selected Activity Drop-In as the Product Type above.
Inventory Track ?	Checkbox	Option to track the product's inventory quantity. If selected, the quantity will be updated every time the product is sold or new quantities are added. Note that inventory quantities are only tracked for the main product, not for each product feature variation. For example: if “T-shirt” is defined as 1 product, only 1 quantity will be tracked for T-shirts, regardless of product features. If you want to track inventory for different product variations (for example: small or large T-shirts, or white or red T-shirts), then each product variant should be defined as a separate product.
Inventory Tracking by Centers	Checkbox	Option to track the product's inventory quantity at center level. Once it is enabled, a Assign Product to Centers section is displayed. Staff users can enter G/L Account, Reorder Point, and Reorder Alert Email for each center. Note: This option can be enabled only when Inventory Tracking is checked. This option can be enabled only when at least one site has centers. Products with Inventory Tracking by Centers enabled cannot be linked to Activity/Flexi Registration merchandise.
Total Quantity	Read only	The current quantity of the product as tracked by the system.
Last Cost	Read only	The unit cost of the product from the latest order.
Last Vendor	Read only	The last vendor who delivered the product.
Reorder Point	Numeric	The reorder level of the product. When the quantity of the product reaches this level, a notification email will be sent to the address provided below.
Reorder Alert Email	Text	Email address where the notification email will be sent when the reorder point quantity of the product is reached. Note: This default email address overrides the re-order alert email addresses entered in the Site page or the POS Configuration page.
Assign Product to Centers Note: This section is only available when Inventory Tracking by Centers is checked.
Select checkbox	Checkbox	Staff users can override the reorder point, reorder alert email and GL account for centers for the product. By default, all the centers are selected.
Center	Text	When the product is an All Sites product and the current user an All sites user, all active centers in the organization are listed. When the product is a site specific product, only active centers under the site are listed.
Site	Dropdown	The site name where a center belongs to. For All Sites products, staff users can filter out a center using the Site dropdown.
Current Qty	Numeric/Read Only	The current quantity of the product in a specified center. Clicking the triangle icon sorts the invntoeries by quantity.
G/L Account	Dropdown	The center level G/L account overrides the ‘Default GL Account’ on the Product Details page for a specified center. By default, it is blank.
Reorder Point	Numeric	The reorder point for a specified center. A maximum of 10-digit number is allowed. By default, it is blank.
Reorder Alert Email	Text	Email address where the notification email will be sent when the reorder point quantity of the product is reached at center level. Maximum 100 characters are allowed. By default, it is blank.
Feature Set Note: This section is not available if you have selected Activity Drop-In as the Product Type above.
Feature 1 Name	Text	Name of the first feature attached to the product, if applicable. Note that product features are only used when selling POS products are activity merchandise during activity registration. Selling products from the POS module currently does not allow for product feature selection.
Feature 1 List	Text	List of possible values of the feature, entered as text separated by commas. For example, the "Size" feature may have a feature list of "S, M, L, XL."
Feature 2 Name	Text	Name of the second feature attached to the product, if applicable.
Feature 2 List	Text	List of possible values of the feature, entered as text separated by commas. For example, the "Color" feature may have a feature list of "Red, Blue, White."
Discount Information Note: This section is not available if you have selected Activity Drop-In as the Product Type above.
Discountable?	Checkbox	Option to determine if discounts may be applied to this product.
This is a Discount?	Checkbox	Select if this product is set up to be a discount rather than a charge.
Discount Type	Dropdown list	Select whether this will be a fixed amount or percentage discount. Note: This field will only be active if the product is a discount.
Discount Percent	Numeric	The discount percentage. Notes: If the discount is a fixed amount, the amount will be entered in the Amount field above. This field is only active for percentage discounts. You can set up a percentage based or fixed discount type here and later attach it to specific POS products on the POS Membership Discounts List page(Discount section > Product Discount dropdown list).
Public Discount Coupon Code	Text	Discount coupon code that can be used on the customer (public access) site by selected customers. If coupon code is entered by a customer on the public site, the discount percentage will be applied on all discountable items in their receipt. Note: This field is only active for percentage discounts.
Allow multiple uses per customer?	Checkbox	Option to allow customers to use the coupon code multiple times. If not selected, the coupon code can still be used by many customers, but any unique customer can only use it once. For example, Customers A, B, and C may each use the coupon code once if option is not selected.
Start Date	Date	Start date when the discount may be used, entered in month, day, year format or by clicking the icon and selecting a date from the pop-up calendar.
End Date	Date	Last date when the discount may be used, entered in month, day, year format or by clicking the icon and selecting a date from the pop-up calendar.
Commission Qualification Select whether the transactions involving this product qualify for sales commission: Use Class Default - use the same setting as the product class this product belongs to. Yes - Transactions involving the product qualify for sales commission (this overrides the product class setting). No - Transactions involving the product do not qualify for sales commission (this overrides the product class setting).
Copying a POS Product To copy an existing POS procuct: From the Functions section on the Product Functions page, click the underlined Copy Product link corresponding to the POS product you want to copy. The Copy of [POS Product] page appears. You can make any changes to the POS product. Click Save. Note: The Copy of POS Product page uses the same controls as the POS Product page.

POS products

Go to section

Prerequisite Components

Product Type

General Information

Linking Products

Product Fees

Fee Splits (Optional)

Taxes

Custom Question

Product Image

Inventory

Assign Product to Centers

Feature Set

Discount Information

Commission Qualification

Copying a POS Product